Intuit/TeamVest Offer Interactive Financial
Planning

The
AdvisorLive capability allows the financial advisor to view
the consumer’s browser screen while talking to them
via:

a second phone line

a cellular phone

instant messaging.

Users may
create – and save – as many different modeling scenarios as
desired, according to David Evans, Vice President/General
Manager of Advisory Services for TeamVest. The service
provides users with a range of possible results, rather
than a single result probability.

Quicken 401k
Advisor is preloaded with 401(k) plan data, including fund
selections and company match formulas for more than 1100 of
the largest US employers and over 40 state governments.
Evans also told
PLANSPONSOR.com
that additional enhancements are underway, including a
module for advanced users, and a possible alliance that
would broaden the product’s current distribution.

For
$19.95/month, it also provides the option of ongoing
monitoring by a dedicated investment professional to help
keep consumers on track toward their goals. Advisor Ongoing
Monitoring provides unlimited access to a personal advisor
through phone, email or the Internet as well as monitoring
of the chosen strategy.